David Winters: Why He Loves Stocks

On this week’s Consuelo Mack WealthTrack, “Great Investor” David Winters (former CEO, Franklin Mutual Advisers, circa pre-2005) explains why his go anywhere, invest in anything Wintergreen Fund (fund manager of Renaissance (CIBC AM) Global Markets Fund) is following the money by investing nearly 90% in stocks and 65% overseas.

Winters loves stocks, and he describes why his non-U.S. portfolio exposure has more than doubled in the past five years, which country is currently his favorite, why he thinks M&A is about to take off, which industry makes up almost 20% of his portfolio, and what he thinks the market is missing in Nestlé, Swatch, Schindler and Richemont.

We will make the transcript available courtesy of WealthTrack.com as soon as its available.

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